Act! CRM
Your total relationship solution.
Executive Summary
Act! CRM is a comprehensive platform designed for small and mid-sized businesses (SMBs) to manage sales, marketing, and customer relationships. It helps users organize contact information, track opportunities, automate marketing campaigns, and gain insights to drive growth. Its key differentiators include flexible deployment options (cloud and on-premise), extensive customization capabilities, and a focus on providing personalized support to SMBs.
Use Cases
- Managing customer and prospect contact information
- Tracking sales opportunities and managing the sales pipeline
- Automating email marketing campaigns and lead nurturing
- Scheduling and managing daily activities and follow-ups
- Generating and sending interactive sales quotes
- Customizing database fields to fit specific industry needs
Features
Visibility
- Interactive Dashboards: Visualizes sales projections, objectives, and key performance indicators for informed decision-making.
- Sales Pipeline Management: Provides a visual overview of sales opportunities, allowing users to track deals from lead to close and forecast revenue.
- Customizable Reports: Generate detailed reports on contacts, companies, activities, and opportunities using pre-designed templates or custom configurations.
- Activity History & Audit Trail: Records all interactions and communications with contacts, providing a comprehensive history and audit trail for team collaboration and compliance.
Intelligence
- Marketing Automation: Automate email campaigns, landing pages, surveys, and newsletters to attract, engage, and convert prospects.
- AI Writing Assistant: Assists in generating content for marketing and customer communications, streamlining content creation.
- Lead Scoring & Prioritization: Identifies and prioritizes high-potential leads and activities to optimize sales efforts.
- Interactive Quotes: Generate professional, web-based sales quotes that allow prospects to view, approve, and even pay online.
Support
- Dedicated Onboarding Specialist: Provides personalized assistance and guidance during the initial setup and configuration of the platform.
- Phone, Chat, and Email Support: Multiple channels available for customer assistance, with varying hours based on plan.
- Knowledge Base & Webinars: Extensive self-service resources including articles, video tutorials, and regular training webinars.
Technical Specifications
- Architecture
- Multi-tenant cloud (for SaaS offering) and desktop application
- Deployment
- Cloud/SaaS, On-premise, Hybrid
- Authentication
- Username/Password, SSO, MFA
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- Machine Learning
- NLP
Integrations
- Outlook
- Slack
- QuickBooks Online
Security & Compliance
Certifications: SOC 2 Type II, GDPR
Encryption: SHA 256 at rest, TLS 1.2 in transit
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Standard $25/user/month, Expert $50/user/month, Cloud $30/user/month, On-premise $37.50/user/month. Marketing automation add-ons $79-399/month.
- Target Customer
- SMB, Small and Mid-sized Businesses
- Contract Type
- Annual
- Free Trial
- Yes, 14 days (Cloud), 30 days (Desktop) (credit card required)
About Act!
Act! is a customer relationship management (CRM) product focused on small and mid-sized businesses, providing contact management, sales automation, and marketing tools. It offers cloud and on-premises deployment options to help teams manage leads, track customer interactions, and automate marketing campaigns.